Passthrough · 12 hours ago
Paralegal (Onboarding Manager) - Pacific or Mountain Time
Passthrough is a company focused on simplifying investment in private markets, similar to how Robinhood streamlined public stock investments. The Paralegal (Onboarding Manager) will play a critical role in onboarding, training, and supporting clients, ensuring that the onboarding process is efficient and user-friendly for fund managers and their investors.
FinanceFinancial ServicesFinTechSoftware
Responsibilities
Identifying which questions in legal documents are applicable to individuals or to entities (and what the relevant logic is)
Understanding how to take that information and structure it into Passthrough’s software (don’t worry, we’ll teach you how)
Communicating with the team on what’s working and what isn’t in case we need to make tweaks to the software or clarify with the client
Ensuring that from logic to grammar to the ordering of questions that the final version is consumer-grade
Qualification
Required
Self-starter and self-motivated to hit deadlines without micro management
Attention to detail
Flexibility to handle work
Helpful
Preferred
Prior legal experience in the alternative investment space (i.e. venture capital, private equity, hedge funds, etc) is a plus
Benefits
Passthrough stock options
Health, dental, and vision insurance
Annual health & wellness stipend
401k contribution program with matching
Life insurance
PTO & unlimited sick leave
Parental leave
Company
Passthrough
Passthrough develops a fund workflow automation platform that makes it easy to distribute subscription agreements to investors.
Funding
Current Stage
Early StageTotal Funding
$15MKey Investors
Positive Sum
2023-02-01Series A· $10M
2022-02-15Seed· $5M
2021-07-21Seed
Recent News
passthrough.com
2025-01-03
Company data provided by crunchbase